For Small and Growing Businesses
Sell More Without Adding Headcount or Complexity
You don't have time to learn AI, and you shouldn't have to. I already have, so I put it to work inside how your business already runs.
The real bottleneck
Most Businesses Don't Have a Demand Problem
They have a go-to-market motion that's manual, inconsistent, or stuck, and a stack of software they pay for but barely use. As the team grows, the same problem gets more expensive: the numbers stop agreeing, the forecast misses, and tool spend climbs while adoption falls.
Q3 pipeline, according to…
Illustrative- CRM$4.2M
- Marketing automation$5.1M
- Finance spreadsheet$3.6M
What it costs when nothing changes
- Your best hours go to follow-ups, quotes, and data entry.
- Software you already pay for sits mostly unused.
- Leads go cold because nobody got back to them in time.
- New hires ramp on data nobody trusts.
- The forecast misses, and the numbers stop agreeing.
What It Looks Like When the Work Is Done
- The tedious, repetitive work comes off your plate.
- Your hours go back to the work only you can do.
- The tools you already own finally earn their keep.
- One number the whole leadership team trusts.
- Systems that carry the next twenty hires.
I Rebuilt My Own Practice on AI First
What makes the work different is that I rebuilt my own practice on AI before I ever recommended it to anyone. I bring 10+ years in go-to-market, from running marketing operations in-house to advising PE-backed and growth-stage companies through my own firm, and I stay to implement, not just recommend. More about me.
- 10+ years
- in go-to-market
- 4 to 93
- reps on the Thumbtack sales team while I was there
I'll also tell you where AI doesn't belong. Sometimes the right fix is a checklist or a setting in a tool you already own. Whatever I build, you own: no proprietary platform, no black box.
Three Steps, Sized to What You Need
30 minutes
Talk
A 30-minute conversation about where growth is stuck, and whether AI is the answer or a distraction.
A clear plan
Map
For an owner-run business, I map how the business actually runs. For a growing B2B team, a fixed-scope GTM Systems Audit and a 90-day plan.
Until you own it
Build
I implement the fixes, from switching on the tools you already pay for to a CRM migration or fractional RevOps until your team owns it.
The work is sized to the need, and you own every system and document I build.
AI readiness assessment
Know Where AI Will Pay Off Before You Spend on It
Everyone is selling an AI plan. AI runs on your data and processes, so it scales whatever is there, good or bad. The assessment shows which use cases are ready now, which need a data fix first, and which to skip.
I assess four areas
Data quality
Are the records AI will read complete, deduplicated, and trusted?
Systems
Do your sales, marketing, and billing tools share data cleanly enough to automate?
Process
Is the workflow defined well enough to hand part of it to a machine?
Team
Who will own, review, and improve what AI produces?
You leave with
- Where you stand in each of the four areas
- Use cases ranked by revenue impact and feasibility
- Guardrails for data access and output review
- An ROI measurement plan, so every pilot has a scoreboard
What Engagements Look Like
Every engagement starts with the same conversation. The scope grows only as far as the need does.
- Diagnosing the real bottleneck in your sales and marketing
- Sharper targeting, segmentation, and pricing
- Local and online presence that turns searches into booked calls
- Finding where AI actually belongs in your operation, and switching on the tools you already pay for
- Marketing and outreach plans built to run, not sit on a shelf
- Revenue systems for growing teams: CRM and platform migrations, revenue data, territory planning, and fractional RevOps leadership
Named services for growing B2B teams
Start with a short audit or bring me in for the full build.
Need to know how a named competitor actually makes money?
One company. One report. Battle cards your team can use. A briefing that ends with the next move. $5,000–$7,500.
Name the competitorFor growing B2B teams: 2-minute self-assessment
Where Does Your RevOps Function Actually Stand?
Answer 5 questions about how your team actually operates today, and see where you land on a 5-level maturity model, from Reactive to World-Class.
- 1Reactive
- 2Emerging
- 3Established
- 4Advanced
- 5World-Class
Is AI the Answer or a Distraction?
If there's growth on the table and you're not sure, that's the conversation I want to have. Book 30 minutes and we'll look at where your time and revenue are going.
Book a 30-Minute Call